Creative Planning’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
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|
2025
Q1 | $3.51M | Buy |
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|
2024
Q4 | $2.66M | Buy |
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|
2024
Q3 | $2.56M | Buy |
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|
2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | $1.91M | Buy |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $787K | Sell |
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|
2022
Q3 | $918K | Buy |
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|
2022
Q2 | $761K | Buy |
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|
2022
Q1 | $908K | Buy |
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|
2021
Q4 | $751K | Buy |
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|
2021
Q3 | $615K | Buy |
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|
2021
Q2 | $612K | Sell |
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|
2021
Q1 | $566K | Buy |
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|
2020
Q4 | $391K | Buy |
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|
2020
Q3 | $358K | Buy |
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|
2020
Q2 | $257K | Buy |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $269K | Buy |
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|
2019
Q3 | $211K | Sell |
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|
2019
Q2 | $251K | Buy |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Buy |
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|
2018
Q2 | $207K | Buy |
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|
2018
Q1 | $209K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $160K | Buy |
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|
2017
Q1 | $140K | Buy |
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|
2016
Q4 | $143K | Buy |
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|
2016
Q3 | $134K | Sell |
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|
2016
Q2 | $136K | Buy |
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|
2016
Q1 | $128K | Buy |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $12K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $13K | Hold |
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|
2014
Q4 | $11K | Buy |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Buy |
|